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Create entity directly from Copilot for Sales app in Outlook

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically - Mar 18, 2024

Business value

Sellers need the ability to create and save non-contact records from the Copilot for Sales app in Outlook into their CRM. This keeps them in the flow of work and amplifies their productivity on a day-to-day basis.

Feature details

  • Within the Copilot for Sales side pane in Outlook, you can quickly and directly create any configured entity (Contact, Opportunity, Lead, Account, and more).
  • For complex creation forms, an additional option to deep link to the CRM system will also be available.
  • Creation of new entities is also available when searching for a record doesn't return a result. For example, when editing a contact and searching for an account to add it to, if an account is not found, one can be created.

Create new CRM entity from Copilot for Sales

See also

Create a new record in your CRM from Copilot for Sales (docs)